Financial Advisor
CCR Wealth Management
Job Description
Job Description
CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!
Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.
Who You Are
- Dedicated and client-focused financial professional looking for the next step in your career
- Thrive in a team-oriented environment
- Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
- Highly organized, proactive, solution-oriented
- Motivated to grow within a supportive and dynamic firm
Responsibilities
- Work closely with senior advisors to support and manage their client relationships
- Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth
- Develop a pipeline of new business through networking, prospecting, and centers of influence
- Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals
- Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning
- Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs
Qualifications
- 5-10 years of relevant industry experience in wealth management and/or financial planning
- Strong interpersonal and communication skills to build trust and lasting client relationships
- The ability to translate complex financial concepts into clear, actionable guidance for clients
- A proven track record of business development and client network expansion
- Bachelor’s degree from a nationally recognized institution
- Series 7 and 63 (or 65 and 66) required
- Clean U-4 record
- Life/Health/Variable Annuity licenses preferred
- CFP ® designation strongly preferred or the ability to obtain it within a designated timeframe
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Westborough, MA vacancy
$150k - $250k
Urgently hiring Senior Associate Attorney - Litigation!! This Jobot Job is hosted by: Kendall Kaing Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $250,000 per year A bit about us: My client is a ...SuggestedFull timeLocal areaImmediate startRelocationMonday to FridayShift workJobot
Westborough, MA2 days ago- ...Description Job Description CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is...SuggestedImmediate start
CCR Wealth Management
Westborough, MA18 days ago $130k - $140k
...Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and... ...networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend...SuggestedFlexible hours- ...Job Description Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on...Suggested
New York Life/ NYLIFE Securities LLC
Westborough, MAa month ago $50k - $150k
...Job Description Job Description Join NYL - Boston and step into a role where your expertise can truly shine. As a Licensed Financial Advisor specializing in life and health insurance, you'll guide clients toward securing their financial futures. Your work will make a...SuggestedNYL - Boston
Westborough, MA18 days ago$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$80k - $150k
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...$110k - $125k
Job title: Financial Advisor Location: Chapel Hill, NC Status: Hybrid (2 days in office/week, Tuesday required) Compensation: $110,000 - $125,000 We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives...Full timeWork at office2 days per week- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review...
$100k - $125k
...Associate Financial Advisor Location: Worcester, MA Compensation: $100,000 to $125,000 + bonus Status: Full time, hybrid We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high...Full timeWork at officeTranscend Practice Management
Worcester, MA1 day ago- Citizens Bank is seeking a Branch Banker who will know customers personally and provide trusted financial guidance. You will help with spending, saving, borrowing and investing needs while guiding customers through digital banking tools and services. The role emphasizes...
- Bank of America in Massachusetts is seeking a client-focused financial professional to provide comprehensive advice and customized solutions, including brokerage products, to help clients reach their goals. You will triage leads, refer to partners, review financial plans...
$25 - $26.77 per hour
...Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$45.12k - $74.45k
Overview Responsible for the timely and accurate processing of residential mortgage and consumer loan applications in conformance with established bank policies, objectives and regulatory requirements. Performs any functions, within scope of authority and expertise...Work experience placement3 days per weekMiddlesex Savings
Westborough, MA3 days ago- Overview Mortgage Processor — Northpoint Mortgage, selected as one of the Boston Globe's 2024 Top Places to Work, is a growing New England-based mortgage lender with a full-time opportunity. The successful candidate will have Encompass experience, several years of related...Full timeRemote work
North Point Mortgage
Westborough, MA5 days ago - Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...Full timeHome office
$21 - $23 per hour
Overview Job Description Summary Provides accurate, complex, and confidential financial aid counseling to students, parents, and prospective families through in-person, phone, email, virtual, and walk-in office interactions. Applies comprehensive knowledge of federal regulations...Hourly payWork at officeMonday to Friday$36.01k - $46.22k
Middlesex Savings Bank TellerIt is the responsibility of the Teller to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, achievement of...Work at officeWeekend workMiddlesex Savings
Hopkinton, MA1 day ago$80k - $150k
...Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and...Start working todayWork at office- ...Operations At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day,...Work experience placementWork at officeWorldwideFlexible hours
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$114.33k - $125.5k
...possible.The Senior FP&A Analyst, Americas is responsible for driving operational alignment across the Americas region to ensure financial commitments and goals are met through robust financial planning, analysis and reporting. The ideal candidate will be both a strategic...Full timeWork at office- Job Description Job Description Loan Officer is responsible for taking loan applications and following the borrowers throughout the mortgage loan process giving the best customer service.
Ross Mortgage Co Inc
Westborough, MA8 days ago - About the Organization Ross has always had one goal and that goal can best be expressed by our mission statement: 'to be a premier mortgage provider in the New England area.' We intend to achieve this mission by providing exceptional service to each and every customer. ...Full timePart time
$52k - $88k
...Operations IIAt BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day,...Temporary workWork at officeWorldwideFlexible hoursBNY
Westborough, MA1 day ago$70k - $85k
...might call you "right for this role!" If you enjoy solving financial puzzles, creating meaningful plans, and helping clients make informed... ...As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written...Work at officeFlexible hoursTalentLink Solutions
Marlborough, MA2 days ago- Middlesex Savings Bank in Hopkinton, MA is hiring a Teller to represent the bank to customers and colleagues, promoting the bank's core values and mission. You will handle a wide range of customer transactions, answer questions, and help customers choose products and services...
- ...Assistance Program Health Savings Account Company Spirit Days Employee recognition and awards And much more! Position Summary: The Financial Analyst will support the core FP&A team by assisting with key weekly, monthly, and quarterly financial deliverables. This role...Live inWork at officeImmediate startMonday to Friday
Cumberland Farms
Westborough, MA5 days ago - ...What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you...Work at officeLocal area
North Easton Savings Bank
Holliston, MA2 days ago - J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, provide personalized investment solutions, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial banking Westborough, MA
- senior financial analyst fp&a Westborough, MA
- financial Westborough, MA
- financial institutions Westborough, MA
- finance financial Westborough, MA
- financial sales Westborough, MA
- financial aid Westborough, MA
- junior financial advisor
- financial advisor part time
- rbc financial advisor